See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,713 | $155,795-71.3% | $136,294-67.2% | $69,631-35.8% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.7pp | 70.7%+28.0pp |
| Annual return | 20.48% | 232464.33%-232443.9pp | 5155.94%-5135.5pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $4,407 | $2,991+47.3% | $4,695-6.1% | $2,032+116.9% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |